Getting Started
Welcome to the Inside Analytics Reporting Platform. This guide explains how to create your account, connect to Xero, configure your company settings and begin receiving your automated management reports.
What is the Reporting Platform?
The Inside Analytics Reporting Platform automatically extracts accounting data from your Xero organisation and transforms it into professionally designed management reports.
Once your account has been configured, the Reporting Platform performs the data synchronisation and report generation automatically.
Before You Begin
- Create your Reporting Platform account.
- Verify your email address.
- Connect your Xero organisation.
- Configure your Company Settings.
- Wait for the initial data synchronisation to complete.
Typical Workflow
- Register your company.
- Verify your email address.
- Authorise access to your Xero organisation.
- The Reporting Platform imports your accounting data.
- Your reports become available automatically.
- Reports are refreshed whenever your scheduled synchronisation runs.
Initial Data Synchronisation
The synchronisation imports the information required to build your reports.
- Clients
- Items
- Invoices
- Credit Notes
- Quotes
- Projects
Depending on the amount of historical data, the initial synchronisation may take a while.
Report Distribution
Reports are delivered using the distribution settings configured in Company Settings.
- Up to two primary recipients.
- Up to four CC recipients.
- Setting up distribution groups are recommended for larger teams.
Important Notes
- Your Xero login details are never stored by the Reporting Platform.
- You can reconnect your Xero organisation at any time.
- Company Settings determine your reporting currency and fiscal year.
- The Help Centre is regularly updated as new features are released.